25/7/2018
港股每日報告
國家隊托市，中港股市反彈。
星期二港股開市微升，恆生指數升26點，國企指數跌10點。騰訊升0.8%，令指數升20點；滙豐升0.68%，令指數升19點；友邦保險升0.73%，令指數升19點。石油股下跌，中石油跌2.5%，為跌幅最大藍籌股，拖累指數跌9點；中海油跌1.3%，拖累指數跌9點。中國海外升1.7%，為開市升幅最大藍籌股。A股開市升1.1%，上證綜合指數升32點。港股開市後急升，恆生指數升超過400點。市場傳李克強總理要求放寬財政及貨幣政策，支持經濟。市場認為是以基建刺激經濟。基建股帶領A 股上升，1.6%，上證綜合指數升上2900點。港股跟隨上升，基建股及水泥，金屬股領升。中鐵建升12%，中鐵升9%，中交建升11%。連帶水泥及金屬股造好；安徽海螺升7%，華潤水泥升9.6%，中國建材升8%。鞍鋼升6%，馬鋼升5.7%；重鋼發盈喜，股價急升18%。中鋁升11%，江西銅升5.6%。以點數計，內銀股領升。建行升3.76%，令指數升79點；工行升3.73%，令指數升49點。平保升3.2%，令指數升38點。A股上午收市升1.6%，上證綜合指數升45點。上午收市恆生指數升420點，國企指數升281點，成交552億元。
港股下午變化不大，恆生指數維持四百幾點升幅。金融股領升，建設銀行升3.76%，令指數升76點；工商銀行升4.26%，令指數升56點；平保升3.14%，令指數升37點；滙豐升1.2%，令指數升33點。流動資金增加，刺激內房股上升，華潤置地升4.11%，中國海外升3.57%，碧桂園升3.8%。煤價上升，煤炭股急升，中國神華升4.5%，為升幅最大藍籌股；中煤能源升3.11%，兗州煤升9.7%。相反，發電股下跌，華能國際跌4.6%，華電國際跌4.5%，中國電力跌1%。丘鈦科技發展新產品，股價急升40%。高偉電子升4.4%，舜宇升3.2%。A股收市升1.61%，上證綜合指數升46點。恆生指數最高升至28718點，升462點。收市升406點，國企指數升242點，成交1077億元。
昨晚歐美股市上升。歐洲股市升1%，德國升144點，法國升56點，英國升55點。美國股市上升，杜瓊斯升197點；標普升13。納斯達克升上7900點，但創新高後倒跌1點。港股預託證券在美國升176點，夜期大幅上升683點，預計今天港股上升。
Daily report
Chinese national team helped lift Hong Kong stocks.
The Hong Kong market opened slightly higher on Tuesday. Hang Seng index opened up 26 points and H share index up 10 points. Tencent rose 0.8% for20 point gain. HSBC rose 0.68% for 19 point gain. AIA rose 0.73% for 19 point gain. Oil stocks fell. Petrochina lost 2.5% to become the top loser at opening and dragged down the index by 9 points. CNOOC lost 1.3% for 9 point loss. China Overseas Land rose 1.7% to become the top gainer at opening. A shares opened up 1.1%. Shanghai composite index rose 32 points. The Hong Kong market soared after opening. Hang Seng index surged more than 400 points. A shares investors believed that the Government would be infrastructure investment to stimulate the economy. Infrastructure stocks soared in China. Shanghai composite index rose above 2900 points. Hong Kong shares followed A shares’ lead. Infrastructure stocks, cement, steel and metals all soared. China Rail Construction rose 9.6%. CCCC rose 11%. China Rail rose 9%. Cement makers Anhui Conch rose 7%. CR Cement rose 8%. Steelmakers rose. Angang Steel rose 6%. Maanshan Iron rose 5.7%. Chongqing Iron rose 18% on positive profit alert. Chalco rose 11%. Jiangxi Copper rose 5.6%. Mainland banks led the market. CCB rose 3.76% for 79 point gain. ICBC rose 3.73% for 49 point gain. Ping An rose 3.2% for 38 point gain. A shares closed the morning up 1.6%. Shanghai composite index rose 45 points. Hang Seng index closed the morning up 420 points and H share index closed up 281 points. Turnover was $55.2 billion.
In early afternoon, the market was little changed. Hang Seng index maintained 400 point gain. Financials led the market. CCB rose 3.76% for 76 point gain. ICBC rose 4.26% for 56 point gain. Ping An rose 3.14% for 37 point gain. HSBC rose 1.2% for 33 point gain. Mainland developers rose. CR Land rose 4.11%. China Overseas Land rose 3.57%. Country Garden rose 3.8%. Coal miners rose. Shenhua rose 4.5% to lead the gainers. China Coal rose 3.11%. Yanzhou Coal rose 9.7%. On the contrary, power generators fell. Huaneng International lost 4.6%. Huadian lost 4.5%. China Power lost 1%. Q-Tech developed new 3D product. Share price soared 40% at one time. Cowell rose 4.4%. Sunny Optical rose 3.2%. A shares closed the day up 1.61%. Shanghai composite index closed up 46 points. Hang Seng index reached a high of 28718 points up 462 points and closed up 406 points and H share index up 242 points. Turnover was $107.7 billion.
Overnight, overseas markets were higher. European markets rose 1%. DAX rose 144 points; CAC rose 56 points and FTSE rose 55 points. US markets were mostly higher. Dow Jones rose 197 points. S & P rose 13 points. Nasdaq rose above 7900 points and set record high. However, profit taking caused Nasdaq to close down 1 point. Hong Kong ADR’s rose 176 points in New York. Night futures soared 683 points. We expect the market to rise today.
